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Regional Relationship Manager

External
nreca logoNreca · Home, TX
Full-timeHybrid2w ago
ComplianceCRMLeadershipSalesforce
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Requirements

  • Formal Education Required:
  • Bachelors degree in a business related field.
  • Experience and Certifications Required:
  • Five or more years of financial industry experience, preferably working in sales or business development roles.
  • Valid driver's license
  • Experience working with cooperatives is preferred.
  • Professional designation such as CFP, CEBS, CIMA or CFA is preferred.
  • Knowledge, Skills and Abilities Required:
  • Knowledge of financial products and services, including mutual funds, retirement plans, insurance, brokerage, and advisory services.
  • Knowledge of investment concepts such as risk, asset allocation, diversification, time horizon, and market cycles.
  • Knowledge of retirement and benefit structures, including 401(k) plans, nonqualified deferred compensation, and pensions.
  • Knowledge of cooperative, institutional, and shareholder-based business models.
  • Consultative selling skills focused on identifying client needs rather than product-based sales.
  • Strong prospecting, pipeline management, and closing skills.
  • Effective use of CRM systems to track activity, opportunities, and follow-ups and meet activity goals
  • Clear, professional verbal communication skills to explain complex financial terms tailored to executives, administrators, and individual participants.
  • Strong presentation skills in both in-person and virtual settings.
  • Ability to prioritize opportunities to focus on the highest-value prospects while managing a large terr

Benefits

A committed, client-focused approachFinancial products and services for individuals and cooperativesExperienced portfolio managers and cost-effective solutionsOur ideal candidate lives in the West or Midwest part of the United States (not Colorado or California) to serve the assigned territory. However, we may consider candidates who live near Arlington, VA, where we have a hybrid work policy which allows working from home up to two days a week.Essential Duties and Responsibilities:Educates cooperative leadership and directors on Homestead Advisers programs and services and consults with them on business needs.Effectively manages a large territory.Builds and manages a sales pipeline and meets strategic goals consistently.Delivers effective presentations to current and prospective cooperatives and their employees.Tracks cooperative contacts consistently utilizing the Client Relationship Management (CRM) system (Salesforce).Creates Homestead Funds asset allocation plans.Offers ongoing account review meetings.Promotes Homestead Advisers at conferences and individual cooperative meetings (up to 60% travel).Collaborates with other Homestead Advisers teams to deliver a high level of client service.Completes annual compliance training and education and maintains required FINRA securities licensing.Demonstrates knowledge of Homestead Advisers programs and services.401(k)

Additional Information

Job Description History and Purpose Make Us Different Homestead Advisers isn't your typical investment manager. Founded in 1990 by the National Rural Electric Cooperative Association (NRECA), our start-up story is unique. We are an investment services company and mutual fund manager with roots in rural America, originally formed 35 years ago to invest on behalf of community electric cooperatives and their employees. Across market cycles, our firm has grown in size and scope, gaining recognition through our array of mutual funds, but we have never lost sight of who we serve or the way in which we serve them. This history has shaped our approach to investing and distinguishes us from other firms.

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